Installing Tradebox One V2.0

These instructions are for users installing Tradebox One on their PC for the first time.

We HIGHLY recommend watching the installation video (duration 6m: 52s) to access step-by-step instructions that you can follow along with.

Compatibility

Tradebox V2.0 uses an SQL Express 2019 database. This is only compatible with the following operating systems:

• Windows 10
• Windows 11
• Windows Server 2016 onwards

Please ensure that all Windows Updates are up to date on the PC that you wish to install Tradebox on and the PC is rebooted prior to the installation. 

Recommended system requirements

• Processor: 3 GHz or higher
• RAM: 8GB or higher
• HDD: 20GB free hard disk space
• Display: 1600x900 - 1920x1080

Tradebox One is a desktop application that needs to be installed on a Windows PC or laptop. Tradebox data can be shared and accessed across a local network.

Click here for full system requirements including our stance on installing on servers, other operating systems emulating Windows and accessing Tradebox from outside a local network.

Register for a user Account

Before installing Tradebox, register for a Tradebox User Account to obtain logon credentials for the Tradebox application. This can be done by clicking on the following link; https://portal.tradebox.co.uk/account/register,  and completing the "create a new account form":

The email provided on the registration form will automatically become the admin email for your Tradebox customer account.

Choosing Receive Tradebox Notifications opts you in to our newsletter. If you choose not to receive notifications, you won't get any marketing emails from us, but will still receive important notifications regarding your subscription and system updates/maintenance etc. 

Upon completion of the form select Register. This will send a confirmation email to the address provided. Click on the confirmation link to complete the process. This will create a 14-day trial licence which will allow you to create up to 5 channels in the software.

Install Tradebox V2.0 on Main PC

1. Check that your Operating System on the PC you want to install Tradebox on is fully up to date with the latest Windows updates (Settings > Windows Updates). 

2. Reboot the PC. This ensures that the Tradebox SQL database will install without issue.

3. Download Tradeboxv2.0setup.msi by clicking on the following link: https://tradebox-download.s3.eu-west-2.amazonaws.com/Tradeboxv2.0setup.msi  (80Mb) 

 

4. Once you have downloaded Tradebox, allow the installer Tradeboxv2.0setup.msi to run. If your antivirus or Windows Smart Screen takes exception with the file, look for an 'allow to run anyway' option, which is sometimes behind a 'more info' prompt. When the installer starts, click Unzip to extract the install files to the default temp directory.

5. When the files are extracted the Install Shield will guide you through the install wizard. At the end of the wizard choose Finish and the Tradebox One Set Up Wizard will open and prompt you to choose an installation option. To install Tradebox for the first time, choose the 1st option, "Install Tradebox for the first time" and then choose Next.

6. At this point, Tradebox may detect that it needs to install SQL Server before proceeding with the upgrade. 

Click OK and allow this to install. After the installation has completed, you may be asked to restart your PC. Once the installation is complete, you will need to restart Tradebox.

7. To restart Tradebox, open your start menu and type in Tradebox. The program should appear. Select it, and it will open again at the set up wizard. Again, choose the 1st option, "Install Tradebox for the first time" and then choose Next.

8. The Contact Details screen will ask you to enter your contact details. Do this and choose Next:

9. The Preferences screen will prompt you to choose:

1. Accounts: An accounts software package you wish to integrate with (Sage 50, Xero or None)
2. Accounts Posting: how you wish your orders to be posted to your accounts software (manually or automatically)
3. Tax Rate: your default tax rate
4. Stock Control: where stock levels should be controlled from (Tradebox, Accounts Software or None)
5. VAT No: Your VAT number (if applicable)

10. The final screen in the setup wizard will ask you to confirm you understand how the Tradebox Data Service works. Do this and choose Finish.

11. You will now be presented with a Tradebox Logon box which will prompt you for a User Email and Password: 

Enter the email and password you created when setting up the account. 

Networking Client PC's

For details on how to install Tradebox on Client PC's and network them to the database on the main Tradebox machine, please read the following article; Networking Tradebox V2.0 – Tradebox Support